Phoenix Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Phoenix Wealth Advisors’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$15K	–	256
2021 Q3	$15K	Hold	300	–	–	0.01%	283
2021 Q2	$16K	Sell	300 -300	-50%	-$18K	0.01%	272
2021 Q1	$37K	Hold	600	–	–	0.03%	208
2020 Q4	$28K	Buy	+600	New	+$26K	0.02%	231

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Wealth Advisors's LUV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 300 shares — an estimated $15K sold.

Phoenix Wealth Advisors first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q1 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 300 Southwest Airlines shares in Q4 2021, an estimated $15K.
Phoenix Wealth Advisors first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Southwest Airlines position peaked at $37K in Q1 2021.
996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.